by Senior Scene | Mar 1, 2021 | Financial Advice, Magazine, Senior News, Top Story (C)
Guarding Your Gold By Max Valavani Working and saving for a lifetime may very well result in a comfortable retirement lifestyle. Millions of senior American citizens have made sacrifices so that one day they will never need to worry about the “next...
by Senior Scene | Mar 1, 2021 | Featured Article (03), Financial Advice, General Interest, Magazine
When does diminished capacity prevent a person from creating an estate plan? By Attorney Truman Scarborough Before assisting in the preparation of an estate plan, an attorney must determine that the client has “Testamentary Capacity”. This requires a person...
by Senior Scene | Feb 1, 2021 | Financial Advice, Legal, Magazine, Top Story (B)
What May Invalidate An Estate Plan? By Attorney Truman Scarborough An estate plan may be successfully challenged if: 1] The document was forged. 2] There was fraud because false information was presented to the person creating the estate plan with an intent to...
by Senior Scene | Jan 1, 2021 | Featured Article (06), Financial Advice, Legal, Magazine
Beneficiary Mistakes! By Max ValaVanis 321-956-7072 As a financial advisor, I witness a multitude of client mistakes. Usually, they are rectifiable, but sometimes it’s too late, and a disaster occurs. The most notorious shortcoming of an estate plan is inaccurate...
by Senior Scene | Dec 1, 2020 | Featured Article (06), Financial Advice, Legal, Magazine
Creating Income in Retirement By Max ValaVanis 321-956-7072 Guaranteed retirement income is gradually becoming a myth. If you are nearing retirement or recently retired, your generation is most at risk. Across the nation, the tides are turning, and your retirement...
by Senior Scene | Dec 1, 2020 | Featured Article (04), Financial Advice, Legal, Magazine
When Should A Beneficiary’s Inheritance Be Held In Trust? By Attorney Truman Scarborough An inheritance does not need to be distributed directly to a beneficiary. It can be placed in a trust where the funds can be managed and controlled by a trustee for...
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